PSA
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Plum Street Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Plum Street Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.9M Buy
148,569
+8,919
+6% +$305K 1.7% 17
2025
Q4 		$4.57M Buy
139,650
+8,912
+7% +$297K 1.63% 18
2025
Q3 		$4.36M Buy
130,738
+3,240
+3% +$102K 1.68% 18
2025
Q2 		$3.84M Buy
127,498
+24,845
+24% +$703K 1.7% 16
2025
Q1 		$2.83M Buy
102,653
+1,145
+1% +$31.3K 1.36% 20
2024
Q4 		$2.7M Buy
101,508
+11,940
+13% +$337K 1.33% 19
2024
Q3 		$2.61M Buy
89,568
+949
+1% +$25.7K 1.32% 17
2024
Q2 		$2.35M Sell
88,619
-949
-1% -$24.7K 1.37% 18
2024
Q1 		$2.61M Sell
89,568
-214
-0.2% -$5.26K 1.32% 17
2023
Q4 		$2.23M Buy
+89,782
New +$2.16M 1.48% 17

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return